市场消息：乌克兰攻击无人机袭击了位于俄罗斯萨索沃的Yandex数据中心。

Phillip Nova analyst Priyanka Sachdeva said structural drivers for gold remain despite a recent pullback; spot gold has retraced to about $4,100–4,200/oz and $4,000/oz remains a key level. Fragile Middle East oil-supply flows and ongoing geopolitical uncertainty are sustaining investor interest; if the long-term structural case holds, a move toward $4,000 could attract conviction buyers to scale in. She said the next leg for gold will depend on how geopolitical risk transmits to oil prices, inflation expectations and US Treasury yields.

CPCA secretary-general Cui Dongshu wrote that in major overseas markets with available data, Chinese domestic-brand new-energy passenger vehicles have continued to strengthen. In 2026 their share of overseas new-energy passenger vehicle sales rose sharply, reaching 29% in August (up 14 percentage points); Jan–Aug 2026 share was 24.8%, up 9 ppts YoY. Cui attributed the gain to stronger exports by domestic NE makers and a severe contraction in the US new-energy vehicle market. Regional penetration stood above 80% in South America and 47% in Southeast Asia.